Thomas H. Kean
Thomas H. Kean (R-NJ) bought $1K-$15K of $AMZN (Amazon.com, Inc. - Common Stock (AMZN) [ST]) on Jan 16, 2025, part of 3 transactions in this filing.
HillSignal flagged 3 timing concerns on this filing — trades that line up closely with related legislative or contract activity.
Companies in this filing · 3
Price Movement Since Trade
How the largest positions have moved from the trade date to the most recent close.
Suspicious Timing Detected
3 flagsRep. Thomas H. Kean bought $1,001 - $15,000 in $MSFT on 2025-01-31 — 38 days before the American Innovation and R&D Competitiveness Act of 2025 (HR1990) was introduced, a bill that would directly benefit R&D-intensive companies.
Rep. Thomas H. Kean bought $1,001 - $15,000 in $MSFT on 2025-01-31 — 60 days before Dell Technologies secured a $602 million contract from the Department of Veterans Affairs for a Microsoft Enterprise Agreement.
These flags identify timing coincidences between stock trades and legislative activity. They do not imply wrongdoing. Click any bill number or ticker to see the full analysis.
Share This Filing
All Transactions
Connected Legislative Activity
10 signalsThese bills and contracts share tickers or sectors with this filing's trades.
Strengthening Agency Management and Oversight of Software Assets Act
HR2417 is an early-stage authorization bill requiring federal agencies to inventory and manage software assets. No new money is appropriated. The bill is stuck in committee with no floor schedule. Real market data shows Oracle ($ORCL) down 6.34% in 7 days to $162.30, ServiceNow ($NOW) down 4.08% in 7 days and 17.27% in 30 days to $86.49 — these moves are unrelated to this dormant procedural bill.
Chief Risk Officer Enforcement and Accountability Act
HR1910 (Chief Risk Officer Enforcement and Accountability Act) is an early-stage bill that codifies existing Fed CRO regulations for large banks, with the structural change of extending requirements to privately held large banks. Publicly traded mega-banks (JPM, BAC, WFC, C, MS, GS) already comply — no new costs. The bill creates incremental demand for compliance consulting and software vendors like ACN, IBM, and ORCL but is in early committee stage with low passage probability.
United States Leadership in Immersive Technology Act of 2025
HR2321 (United States Leadership in Immersive Technology Act of 2025) is an early-stage bill referred to committee in March 2025. It establishes a purely advisory panel with no funding authorizations or appropriations, creating zero near-term financial impact on any public company.
American Innovation and R&D Competitiveness Act of 2025
HR1990, the American Innovation and R&D Competitiveness Act, would restore immediate expensing for R&D costs, reversing the 2022 tax code change that required 5/15-year amortization. This is an early-stage bill referred to Ways and Means with 81 cosponsors, but if enacted, it would provide a direct 21% tax-rate cash flow benefit annually to every R&D-intensive US company. The largest absolute beneficiaries are mega-cap tech and pharma firms with $10B+ annual R&D budgets.
Customs Facilitation Act of 2025
The Customs Facilitation Act of 2025 (S.956) mandates a uniform automated cargo processing platform and continuous ACE modernization. It is a structural efficiency gain for logistics intermediaries like $CHRW and $JBHT, reducing customs friction and improving asset turns. $ORCL is positioned to bid on the IT modernization contracts that follow. At $186.2 and $245.89 respectively, $CHRW and $JBHT have already priced in 12-16% gains over 30 days. The bill is early-stage (referred to Senate Finance), so the market reaction reflects the long-term structural thesis, not imminent passage.
IRS MATH Act of 2025
The IRS MATH Act of 2025 (S.608) would mandate significantly more complex and detailed IRS math error notices, driving taxpayers toward professional-grade tax software. Intuit (INTU) is the primary beneficiary given TurboTax's dominant consumer market share. The bill is early-stage in the Senate Finance Committee. INTU currently trades at $385.86, down -10.76% over the past 30 days, providing a potential entry point if legislative momentum builds.
Clean Cloud Act of 2025
The Clean Cloud Act of 2025 (S1475) imposes emissions fees and reporting requirements on US cryptocurrency mining facilities exceeding 100 kW, directly increasing operating costs for MARA, RIOT, HUT, and CLSK. The bill is in early legislative stages (referred to committee) with no companion bill signed, meaning near-term impact is limited but the direction of regulatory pressure is clear. Hardware vendors SMCI, NVDA, and AMD face tempered demand risk from this customer segment if the bill advances.
Strengthening Supply Chains Through Truck Driver Incentives Act of 2025
HR2391 is a stalled, early-stage bill with zero market impact. Trucking stocks JBHT, ODFL, and KNX have rallied 7–16% over the past 30 days, but this move is unrelated to this bill and reflects broader transportation demand or macro factors. The bill has been stuck in committee since March 2025 with only 3 cosponsors.
Content Origin Protection and Integrity from Edited and Deepfaked Media Act of 2025
S. 1396 (Content Origin Protection Act) is an early-stage bill requiring content provenance labeling for AI-generated content. It has not advanced beyond committee since April 2025 and carries no authorized funding. Adobe ($ADBE) is structurally positioned as a beneficiary if the bill gains momentum due to its existing C2PA/Content Credentials alignment, but the legislative path is long and uncertain. Major platform operators (GOOGL, META, MSFT, AMZN) face compliance costs that are immaterial relative to their scale.
DELL FEDERAL SYSTEMS L.P: $602M Department of Veterans Affairs Contract
Dell Technologies (DELL) secured a $602 million contract from the Department of Veterans Affairs for a Microsoft Enterprise Agreement, indicating continued federal reliance on Dell's IT solutions and Microsoft's software. This contract represents a significant revenue boost for Dell and reinforces its position in the federal healthcare IT market.
Other Filings by Thomas H. Kean
Free — no credit card
Get the next Kean trade the day it's disclosed
HillSignal tracks every Congressional stock filing and federal contract, scores its market impact with AI, and emails you the ones that matter — before they hit the news.
Weekly digest — the congressional activity that actually moved markets that week, in plain English. Free, one email.
Free forever plan · No credit card · Unsubscribe in one click
Want the live terminal too? Create a free account →
Data sourced from the U.S. House of Representatives Office of the Clerk Financial Disclosure system. Stock prices from Financial Modeling Prep. Suspicious timing flags identify coincidences between stock trades and legislative activity and do not imply any wrongdoing or illegal activity. This is not financial advice.